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Spot Trading’s Broadridge BR Stock Holding History

Spot Trading’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,053
Closed -$72K – 3173
2017
Q1 		$72K Buy
+1,053
New +$71.4K ﹤0.01% 2385
2015
Q1 		– Sell
-2,121
Closed -$98K – 3912
2014
Q4 		$98K Sell
2,121
-7,049
-77% -$308K ﹤0.01% 3239
2014
Q3 		$382K Buy
9,170
+4,478
+95% +$186K ﹤0.01% 2748
2014
Q2 		$195K Buy
+4,692
New +$184K ﹤0.01% 3351

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Spot Trading's BR Position: Q2 2017 in Review

Spot Trading sold out of Broadridge (BR) in Q2 2017, closing a stake of 1,053 shares — an estimated $72K sold.

Spot Trading first reported a position in BR in Q2 2014 and held it in 4 quarters. The position peaked at $382K in Q3 2014. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • Spot Trading reported no remaining Broadridge position as of Q2 2017 after selling out during the quarter.
  • Spot Trading sold 1,053 Broadridge shares in Q2 2017, an estimated $72K.
  • Spot Trading first reported a position in Broadridge in Q2 2014 and held it in 4 quarters.
  • Spot Trading's Broadridge position peaked at $382K in Q3 2014.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on Spot Trading's 13F filing for Q2 2017, filed 27 Jul 2017.